Technical Details: Google + Ormat Geothermal Deal
Extracted Entities
| Entity |
Type |
Aliases |
| Google |
organization |
Google LLC, Alphabet |
| Ormat Technologies |
organization |
Ormat, ORA |
| NV Energy |
organization |
Nevada Energy |
| Fervo Energy |
organization |
Fervo |
| Sage Geosystems |
organization |
Sage |
| Meta |
organization |
Meta Platforms, Facebook |
| Switch |
organization |
Switch Inc |
| Nevada PUC |
regulator |
Nevada Public Utilities Commission |
| Rhodium Group |
research |
— |
| IEA |
research |
International Energy Agency |
Extracted Events
| Event |
Date |
Type |
| Google commits to 24/7 carbon-free energy by 2030 |
2020 |
decision |
| Google invests in geothermal |
2008 |
decision |
| Fervo launches first EGS plant (3.5 MW) |
2023 |
action |
| Google + Fervo expansion (115 MW) |
2024 |
decision |
| Meta + Sage Geosystems deal (150 MW) |
2024 |
decision |
| AI energy crisis: demand outpaces grid |
2025 |
crisis |
| Geothermal proven as 24/7 baseload for data centers |
2025 |
action |
| Clean Transition Tariff approved |
2025-07 |
decision |
| Ormat + Sage partnership (EGS licensing) |
2025-08 |
decision |
| Ormat + Switch PPA (~13 MW) |
2026-01 |
action |
| Ormat + Google PPA (150 MW) |
2026-02-17 |
action |
| Projects come online |
2028-2030 |
forecast |
| Nevada PUC approval expected |
2026-H2 |
forecast |
Knowledge Graph — Detailed View
graph TD
subgraph ENTITIES["Entities"]
GOOG["Google<br/><i>organization</i>"]
ORMAT["Ormat Technologies<br/><i>organization</i>"]
NVE["NV Energy<br/><i>utility</i>"]
FERVO["Fervo Energy<br/><i>organization</i>"]
SAGE["Sage Geosystems<br/><i>organization</i>"]
META["Meta<br/><i>organization</i>"]
SWITCH["Switch<br/><i>organization</i>"]
PUC["Nevada PUC<br/><i>regulator</i>"]
IEA["IEA<br/><i>research</i>"]
end
subgraph CONTEXT["Context (web-enriched)"]
C1["Google 24/7 CFE commitment<br/>2020"]
C2["AI energy crisis<br/>$600B capex, 42 GW, 7yr queue"]
C3["Geothermal baseload advantage<br/>90%+ capacity factor"]
end
subgraph EVENTS["Events"]
E0["Google invests in geothermal<br/>2008"]
E1["Fervo EGS launch<br/>3.5 MW, 2023"]
E2["Google+Fervo expansion<br/>115 MW, 2024"]
E3["CTT approval<br/>summer 2025"]
E4["Ormat+Sage partnership<br/>Aug 2025"]
E5["Ormat+Switch PPA<br/>13 MW, Jan 2026"]
E6["Google+Ormat PPA<br/>150 MW, Feb 2026"]
E7["Meta+Sage deal<br/>150 MW, 2024"]
end
subgraph FORECASTS["Forecasts"]
F1["Hyperscaler geothermal race"]
F2["Clean energy premium norm"]
F3["Nevada geothermal hub"]
F4["Ormat transformation"]
F5["PUC approval H2 2026"]
end
GOOG -->|ACTOR| C1
GOOG -->|ACTOR| E0
GOOG -->|ACTOR| E2
GOOG -->|ACTOR| E6
FERVO -->|ACTOR| E1
FERVO -->|ACTOR| E2
ORMAT -->|ACTOR| E4
ORMAT -->|ACTOR| E5
ORMAT -->|ACTOR| E6
NVE -->|ACTOR| E6
NVE -->|ACTOR| E3
SAGE -->|ACTOR| E4
SAGE -->|ACTOR| E7
META -->|ACTOR| E7
SWITCH -->|ACTOR| E5
PUC -->|ACTOR| E3
C1 -->|CAUSED<br/>sim=0.89| E6
C2 -->|CAUSED<br/>sim=0.86| E6
C2 -->|CAUSED<br/>sim=0.82| E7
C3 -->|CAUSED<br/>sim=0.84| E6
E0 -->|CAUSED<br/>sim=0.81| E1
E1 -->|CAUSED<br/>sim=0.87| E2
E2 -->|CAUSED<br/>sim=0.82| E6
E3 -->|CAUSED<br/>sim=0.91| E6
E4 -->|CAUSED<br/>sim=0.73| E6
E5 -->|CAUSED<br/>sim=0.79| E6
E6 -->|LEADS_TO<br/>sim=0.85| F1
E6 -->|LEADS_TO<br/>sim=0.78| F2
E6 -->|LEADS_TO<br/>sim=0.76| F3
E6 -->|AFFECTS<br/>sim=0.71| F4
E6 -->|LEADS_TO<br/>sim=0.88| F5
E7 -->|LEADS_TO<br/>sim=0.83| F1
style ENTITIES fill:#18181b,stroke:#3f3f46,color:#e4e4e7
style CONTEXT fill:#1a1a2e,stroke:#6366f1,color:#e4e4e7
style EVENTS fill:#1e293b,stroke:#475569,color:#e4e4e7
style FORECASTS fill:#1c1917,stroke:#f97316,color:#e4e4e7
Edge Details (Simulated)
Ниже — симулированные embedding scores для рёбер графа. В production-системе эти scores будут вычислены через BGE-M3 на основе fact_embedding каждого ребра.
Causal Edges (CAUSED)
| From |
To |
Fact |
Sim Score |
| Google 24/7 CFE commitment |
Google+Ormat PPA |
Обязательство Google работать на 24/7 carbon-free energy к 2030 вынуждает искать круглосуточные чистые источники |
0.89 |
| AI energy crisis |
Google+Ormat PPA |
Кризис энергоснабжения AI — capex >$600B, 7-летняя очередь на подключение — вынуждает Google обеспечивать энергию через PPA |
0.86 |
| Geothermal baseload advantage |
Google+Ormat PPA |
Геотермальная энергия — единственный чистый источник с capacity factor 90%+ и круглосуточной генерацией |
0.84 |
| AI energy crisis |
Meta+Sage deal |
Дефицит энергии для AI-инфраструктуры вынуждает Meta параллельно с Google искать альтернативные источники |
0.82 |
| Fervo EGS launch |
Google+Fervo expansion |
Успех первой EGS станции доказал жизнеспособность enhanced geothermal, что привело к расширению контракта |
0.87 |
| Google+Fervo expansion |
Google+Ormat PPA |
Подтверждённая модель закупки геотермальной энергии через CTT позволила масштабировать подход с новым поставщиком |
0.82 |
| CTT approval |
Google+Ormat PPA |
Одобрение Clean Transition Tariff создало правовой механизм для структурирования сделки через NV Energy |
0.91 |
| Ormat+Sage partnership |
Google+Ormat PPA |
Лицензирование EGS-технологии Sage расширило потенциал Ormat для масштабных геотермальных проектов |
0.73 |
| Ormat+Switch PPA |
Google+Ormat PPA |
Первый опыт прямого PPA с дата-центром подтвердил стратегию Ormat, открыв путь к 10x масштабированию |
0.79 |
Backward Walk (Query: "Why did Google sign geothermal deal with Ormat?")
Step 1: Google+Ormat PPA (entry point)
← CAUSED (sim=0.91): CTT approval
← CAUSED (sim=0.89): Google 24/7 CFE commitment
← CAUSED (sim=0.86): AI energy crisis
← CAUSED (sim=0.84): Geothermal baseload advantage
← CAUSED (sim=0.82): Google+Fervo expansion
← CAUSED (sim=0.79): Ormat+Switch PPA
← CAUSED (sim=0.73): Ormat+Sage partnership
Step 2: From Google+Fervo expansion
← CAUSED (sim=0.87): Fervo EGS launch
Step 3: From Fervo EGS launch
← CAUSED (sim=0.81): Google invests in geothermal (2008)
Collected context: 10 edges, max depth 3
Web searches performed: 3 (to fill knowledge gaps about CFE commitment, energy crisis, geothermal advantages)
Forward Walk (Query: "What are consequences of Google geothermal deal?")
Step 1: Google+Ormat PPA (entry point)
→ LEADS_TO (sim=0.85): More hyperscaler geothermal deals [forecast]
→ LEADS_TO (sim=0.78): Clean energy premium normalization [forecast]
→ LEADS_TO (sim=0.76): Nevada geothermal hub formation [forecast]
→ AFFECTS (sim=0.71): Ormat business transformation [forecast]
Collected context: 4 edges, max depth 1
(forecasts — leaf nodes, no further edges yet)
Processing Notes
- Article extracted from: The Register, Latitude Media, Ormat investor relations
- Entity resolution: Google matched existing entity; Ormat, NV Energy, Fervo — new entities created
- Graph state: Empty graph (first article processed), no prior entity resolution needed
- Forecast nodes created: 5 (hyperscaler race, premium norm, Nevada hub, Ormat transformation, PUC approval)
- Web search enrichment: 3 searches performed to fill knowledge gaps (Google CFE commitment, AI energy crisis stats, geothermal baseload data)
- Total nodes added: 10 entities + 11 events + 5 forecasts = 26
- Total edges added: 16 ACTOR + 11 CAUSED + 5 LEADS_TO + 1 AFFECTS = 33